Since Medical & Professional took over my portfolio, I have enjoyed courteous service. They have always taken their time to listen to me and have consistently tailored their recommendations to fully meet my needs and personal circumstances.
In addition to helping.....
Read More

Testimonial 2

Medical & Professional have always been invaluable with their understanding of our personal requirements. The advice they have given us over the years has been ‘’second to none’’.
It has been and will continue to be a great pleasure to do business with them. I have recommended their company to friends and colleagues and will continue to do so in the...
Read More

Get a Income Protection Quote online today!

Get a Critical Illness Quote online today!

Get a Life Assurance Quote online today!

Get a Buildings & Contents Quote online today!

Inheritance tax planning for doctors

A lot of people assume that tax is unavoidable, and many forms of it are. However, Inheritance tax is one of the most avoidable taxes and our expert financial advisors who work specifically with doctors can ensure that you escape the tax, in many cases completely. With over 30 years of working within BMA services, our advisors and partners have gained considerable experience in the design and implementation of schemes which help mitigate the burden of Inheritance tax.

If you want to experience firsthand the benefits of having a financial advisor dedicated to Inheritance tax planning (IHT planning), then contact MPI.

Our knowledge of IHT planning can help you to:

Keep your assets within your family

Protect your Nil Rate Band if you were to die and your partner re-marry

Protect your assets from the need to fund long term care in later life

Protect assets passed to children / grandchildren from the risk of them becoming bankrupt of divorced

Reduce Inheritance tax

Avoid Inheritance tax

IHT planning from the wealth management experts

The rules and regulations surrounding inheritance tax are constantly changing and can be difficult to get to grips with, irrespective of the constant modifications. Many of the medical professions who look to us for help do so with concerns about the amount of inheritance tax they are likely to pay. They are concerned that the value of the estates they have worked so hard for will be severely diminished by inheritance tax. This is why the inheritance tax planning service we offer is of such importance. IHT planning can help cut the burden on your loved ones and ensure you only pay as much tax is strictly necessary. Our specialist knowledge of tax reliefs and allowances will help us to navigate through the system, explaining each stage carefully so you fully understand the measures that have been taken.

For further advice on Inheritance tax planning please call 01656 749902 or email: info@mpionline.org.uk. One of our expert financial professionals will be delighted to answer any queries you may have or arrange a face to face meeting to further discuss IHT planning for medical professionals.

MPI Online is a trading style of Medical & Professional Investment LLP (Registered in Wales OC338105), which is authorised and regulated by The Financial Services Authority. This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this Internet site. Please ensure you read our User Terms, Client Agreement, Mortgage terms of business and Privacy statement. Medical & Professional Investment LLP do not provide any advice on policies arranged through the MPI Online website though the regulated firm responsible for the processing of your application remains Medical & Professional Investment LLP whose FSA registration number is 485852.

MPI Online is a trading style for website purposes only of Medical & Professional Investment LLP.
Medical & Professional Investment LLP is authorised and regulated by the Financial Services Authority.
(Registered in England and Wales Company No: Oc338105)
Medical & Professional is a Limited Liability Partnership
Registered Office: Davell House, 1 Heol Mostyn, Village Farm Estate, Pyle, Bridgend CF33 6BJ